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Microsoft
MSFT

Overview Fund Activity

1,985 hedge funds and large institutions have $237B invested in Microsoft in 2014 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 810 increasing their positions, 893 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,985
Holders Change
+29
Holders Change %
+1.48%
% of All Funds
57.37%
Holding in Top 10
646
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+18.97%
% of All Funds
18.67%
New
124
Increased
810
Reduced
893
Closed
74
Calls
$4.31B
Puts
$2.63B
Net Calls
+$1.68B
Net Calls Change
+$849M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$13B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$10.7B
3
VOYA Investment Management
VOYA Investment Management
Georgia
$504M
4
OH
Orbis Holdings
Bermuda
$298M
5
Vanguard Group
Vanguard Group
Pennsylvania
$15.6B

Top Sellers

1
State Street
State Street
Massachusetts
$12.7B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.51B
3
Deutsche Bank
Deutsche Bank
Germany
$1.79B
4
Invesco
Invesco
Georgia
$5.71B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$5.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
1901
Professional Advisory Services
Florida
$218K +$218K +5,330 New
NA
1902
Nottingham Advisors
New York
$216K +$216K +5,293 New
EWA
1903
Exencial Wealth Advisors
Oklahoma
$215K +$215K +5,320 New
WCM
1904
Weatherstone Capital Management
Colorado
$214K +$214K +5,315 New
UIM
1905
Underhill Investment Management
California
$213K +$213K +5,200 New
CW
1906
Cabot-Wellington
Massachusetts
$212K +$212K +5,160 New
JWA
1907
JFS Wealth Advisors
Pennsylvania
$209K -$69.6K -1,699 -25%
GAM
1908
Gould Asset Management
California
$208K +$208K +5,077 New
EA
1909
Elm Advisors
California
$207K +$207K +5,055 New
BC
1910
Banced Corp
Illinois
$206K +$206K +5,042 New
FIG
1911
Fusion Investment Group
Pennsylvania
$205K -$233K -5,730 -53%
MC
1912
Maplelane Capital
New York
$205K +$205K +5,000 New
RCM
1913
Reynolds Capital Management
Nevada
$205K +$205K +5,000 New
SP
1914
Steelhead Partners
Washington
$203K – – –
DWM
1915
Destination Wealth Management
California
$202K +$202K +4,927 New
CS
1916
Comerica Securities
Michigan
$201K +$201K +4,904 New
NIM
1917
NuWave Investment Management
New Jersey
$199K -$694K -16,918 -78%
OAM
1918
Orinda Asset Management
California
$190K – – –
FAG
1919
Financial Advisory Group
Texas
$185K -$34.8K -850 -16%
ACS
1920
Archford Capital Strategies
Illinois
$173K +$173K +4,220 New
CM
1921
Castleark Management
Illinois
$164K – – –
CCS
1922
Crosspoint Capital Strategies
California
$163K +$82 +2 +0.1%
Victory Capital Management
1923
Victory Capital Management
Texas
$162K +$27.5K +670 +20%
CFN
1924
Cordasco Financial Network
Florida
$160K – – –
PIM
1925
Parasol Investment Management
Illinois
$160K +$40.6K +990 +34%
75 76
77
78 79